Investment Q&A

Q: Performances of these ETFs over the past 5 years seem similar. What should I be looking at in deciding which one to buy at this time? Thank you.

Q: Opening a fund for my grandson (5 months old). Could you recommend a few ideas please.
Thank you and Happy Holidays To All

Q: Hi. I have been nibbling away at both IWO and IJR and would like to bring each up to a full position (5%) in my portfolio. Given their run during the past month, do you still see them as under-valued and buyable?

thanks,

J

Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.

Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you

Q: I manage a small TFSA (~$25K) for a young adult family member, with a long time horizon. We would like to get some exposure to small caps, which you have mentioned are likely due for a bull move. To get diversification with a purchase of only ~$5000, an ETF probably makes sense. There are several that have been mentioned in the past Q&A, so I am looking for your advice / recommendation as to which would be the best choice for a young person looking for long term growth. I am considering IJR, IWO, IWY, VBK... but feel free to add any other(s) you like.
Thanks.

Q: Dear Peter et al:

This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!

Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!

Many thanks.
Mano

Q: As grandparents, we are interested in making a long-term investment for our two grandchildren that will be held for the next 20 years. Could you please recommend the most suitable type of investment account to avoid personal investment and tax implications? Additionally, we would appreciate your suggestions for a few ETFs to consider for this extended investment period. Thank you.

Q: Peter; I own the IWO - what is the difference between the two ?Thanks.
Rod

Q: Adding to a TFSA for a 20 year window.
Please advise 5 ETFs to buy and hold for the duration.

Q: After listening to Larry Berman on BNN yesterday I looked for the symbols for the small cap etf representing S&P 600 and couldn't find them .What ETF do you feel best represents the S&P 600 or US small caps ?

Q: January small cap bounce. Can you suggest your favorite US ETF and Canadian ETF for a bounce this January? Dividends are not important.
Much thanks for all your doing

Q: I have a RESP for my son with equal weighting of IWO and VGRO. With money to deploy I was thinking of splitting it between these two ETFs. Any concerns with that approach?

Q: What do you think about taking a new position in Russell 2000 at this time? Dan Niles was on CNBC talking about how the index may outperform some of the big tech names. I am also considering a position in SPY and/or the QQQ. I tend to buy and sell stocks too quickly and my thought was to buy an index fund with a view to holding longer term so that I don't have to worry about individual names. Thank you,

Jason

Q: Hi team,

I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?

Thank you!

Q: What are the differences between IWO and IWR?

Thanks

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Q: If I understand what I have been reading in your comments is that small caps in general are down but have good potential if the economy gets back on track. What would be your favourite Canadian traded ETF to capture a small-cap rebound in Canada and your favourite that trades in the US?

Q: Hello, I am thinking about selling my position in QQQ in favour of small cap etfs spread amongst value and growth. My feeling is that over the coming years they will have a better growth factor than the current large cap companies listed in QQQ. How do you feel about the ETFs described above, or perhaps some alternatives you favour ?

Q: I am looking to transfer money from my sons RESP into a TFSA. He is working a lot with ample overtime and likely won't require the money to cover tuition etc.. Could you please suggest some Canadian and/or U.S. etfs that would provide a well rounded portfolio to start him on his investing journey.